Patricia McHugh
Barnstone Advisors · Phoenixville, Pennsylvania
Patricia McHugh is a fee-only financial advisor at Barnstone Advisors in Phoenixville, Pennsylvania, who holds the CFP credential. Barnstone Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Barnstone Advisors |
|---|---|
| Based in | Phoenixville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $241.1M across 288 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 2879543 |
| Exams passed | Series 65 (2016) · Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.barnstoneadvisors.com |
How Patricia's firm compares
- Barnstone Advisors's average account is about $837,000, from its Form ADV (assets managed divided by 288 accounts).
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Questions about Patricia
Is Patricia McHugh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Barnstone Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia's firm, Barnstone Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Patricia McHugh based?
Patricia McHugh is based in Phoenixville, Pennsylvania.
What credentials does Patricia McHugh hold?
Patricia McHugh holds the CFP credential.
Is Patricia McHugh registered with the SEC?
Yes. Patricia McHugh is registered as an investment adviser representative in PA and TX (CRD 2879543), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Barnstone Advisors manage?
Barnstone Advisors reports $241.1M across 288 accounts in assets under management.
How do I contact Patricia McHugh?
Through Patricia's website, www.barnstoneadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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